Report: UBS lost 169 advisors in first half of year
It's not only the number of UBS advisors who jumped to industry rivals this year that is remarkable, but also ...
Wednesday, May 6, 2026
Tag: advisors
Commonwealth advisors head to Raymond James, Cetera
Raymond James keeps going to the Commonwealth Financial Network pulling up AUM and large advisor teams.The Manning Companies, a five-advisor ...
How advisors can avoid legal pitfalls of AI use
Chad D. Cummings thinks advisors should be aware of "a burgeoning landmine" he's seeing in his litigation practice — a ...
Advisors: Delete and replace these 7 outdated technology tools
With apologies to Marie Kondo, when it comes to wealthtech sometimes more is more. Advisory firms that are "heavy users ...
Origin’s New ‘AI Financial Advisor’ Won’t Threaten Human Advisors (And More Of The Latest In Financial #AdvisorTech – October 2025)
Welcome to the October 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big ...
Hamachi.ai includes AI-powered compliance checks for advisors
As an advisor, would you trust artificial intelligence to run compliance checks on your client communications before they're sent?A new ...
How advisors take advantage of IBD consolidation and growth
Enjoy complimentary access to top ideas and insights — selected by our editors. Over the last three years, the independent ...
M&A records offer opportunities for financial advisors, RIAs
Registered investment advisor M&A activity hit all new highs in the third quarter of 2025, with 94 deals marking the ...
The Quiet Way Financial Advisors Profit More From Your Retirement Than You Do
Many retirees trust financial advisors to help manage their nest egg, believing their interests are fully aligned. But behind polished ...
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